Objective custom views will enable you to create an overview of objectives that goes beyond team structures. You will be able to show the personal objectives or team objectives that are most relevant and give access to these custom view to users, teams or groups.
This article will explain how an admin can create a custom view, how to provide access to other users, and where users can find it.
TABLE OF CONTENTS
- Creating a custom view
- Adding objectives to a view
- Giving access to an objective view
- Where to find the custom view
Creating a custom view
Navigate to Studio > Objectives. You'll find all the objectives views under the 'Views' tab. There are three default views available, called 'You', 'Teams', and 'Company', showing a users own personal objectives, their team's objectives and company objectives respectively. These views can't be disabled.
As an example, let's say you want to create an overview of the objectives of all the sales team leaders.
To create a new view, click on the 'create view' button in the top right corner.
This will configure some basic settings of the view. After you've filled in the name and description and selected the settings at the bottom, click 'save changes'. Now you'll have to decide which objectives will be visible in the new view.
Adding objectives to a view
After creating the view, click on the name in the table and you'll be directed to the settings. To add objectives to the view, go to the 'Objectives' tab.
Adding objectives to a view is possible with the 'Actions' dropdown in the top right corner.
As an example, let's add some User Objectives.
Selecting a user/team means that all their 'visible' objectives will be shown in the new view (more info below).
After selecting the users/teams, click the 'assign' button at the bottom.
Notes on visibility
The visibility of objectives is still respected with these custom views. That means the view you configured might not look the same to different users.
Let's say you created a view that shows the objectives of a user called Maurice.
Maurice has two objectives that have visibility 'everyone' and one with a visibility 'teamleaders'. If you give access to the objective view to one of his teamleaders, they'll see all three of his objectives, but if you give access to someone outside his team, they'll only see the two objectives with visibility 'everyone'.
Giving access to an objective view
Once you've decided which objectives are going to be shown in the view, you still have to configure which users and/or teams will have access to the view. Navigate to the 'Access' tab of the view's settings.
You can give access to the view by selecting individual users, groups or teams.
Click on any of those options and select who you want to give access to the view. After selecting some users/teams/groups, the access overview could look like this:
Groups and teams will show their users under a collapsable row in the table.
The custom view is all set up now!
Where to find the custom view
The custom views are available as a separate tab on the Objectives page.